LMS MIGRATION PROJECTS

11/20/2001

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

BIB RECORDS

How will  9xx records

9xx prov records

9xx tags aren't MARC;

Used by CM, acq &

No clue as to

All staff creating

migrate? Must

encl=9

encl=9;

catg staff;

number and

prov. records

these be coverted

used for EO record

original catalogers

how long some

(CM, RS, Docts,

to MARC tags

(electronic orders &

indicate it takes more

have been in

Spec Coll, Pres)

before migration?

other temp. records

time to covert to

database

Beware of records

before title is catgd;

MARC when data is

with mixed prov. &

map fields to MARC

all caps

MARC tags; ask

when possible

FCLA to rerun mixed

tag reports just

before migration?

These 9xx records

QZ records for

(AER7119 is QZ test

(jt=qz)  232

Monographs,

should migrate in

orders

record); approx. 232

records

serials

the same manner

LUIS records have

(jx=qz) 234

as other 9xx

titles beginning  with

records

tagged records &

QZ followed by the

Acq. has no plans

name of an associa-

to eliminate these

tion or … & are used

until they see  how

to pay for multiple

a LMS can meet

titles from the assoc-

the need

iation…

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

FCLA has produced

Firm field records

See AJS7235 (ltuf),

2450

Monographs and

report of firm field

with 9xx fields

AJZ08558 (ltuf), &

CM technical,

records containing

and vice versa

AKN2181 (lthb) with

serials, Copy,

9xx fields; valid

909; records for some

G&E, CC

9xx fields have been

NTIS fiche;serial

identified and others

retention decision

eliminated/retagged

fields; monograph

Have requested a

arrearage fields;

report of prov. records

AGRICOLA fields

(encl=9) contain-

ing firm fields; should

be available this week

ask FCLA to rerun

these reports just

before migration?

Will NOIS/NOIS like

NOIS/NOIS like

Bib records with DT/1

Misleading display

324 records

RS catg, authority

records migrat as

records with

between 9/26/86

in OPAC; challenge

between

& maintenance

they are or do these

extra spaces and

and 2/16/87 confirm-

to process globals

aeh0001 &

need to be cleaned

other punct./

ed; some

aeh2029;

up before migration?

diacritic

have 035 field for

this is probably

035 (Source) info

irregularities in

NOIS however

the tip of the

now indexed in LUIS

fixed and variable

some appear to have

iceberg

fields

had the NOIS 035

field removed;

multiple spaces

before and after

subfield marks;

significant percentage

display brackets

fixed field values

incorrectly; these

records should

migrate to new LMS

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

Should these be

Template records

Templates for LUIS bib

(jx=template)

RS, Docts/Map,

migrated?  New

records were created

114 records

LMS should have

to facilitate efficient

jt=xxx   550

a mechanism for

& accurate input of

Delete xxx

meeting this need

temp. bib records;

as initial char-

determine which are

acters in fields

currently used &

when record

delete others; will these

wasn't used

be needed in new LMS;

for cataloging

suppress records in

& make

which xxx was insert-

D/S=S

ed as initial characters

in field of records not

used as catalog record

Should these be

Test records now

Test records were

(jt=test record)

Systems, FCLA

migrated?  FCLA

in LUIS;

created to test

31 records;

is working on this

created to test

system functionality;

there are

new versions of

determine if these

probably others

NOTIS implemented

will be needed in new

in the past

LMS

Will obsolete tags be

Obsolete MARC

1st & 2nd indicators in

Get estimate

CC and CBS

validated or loaded

info., esp.

1xx fields (add 6xx);

as are during migra-

indicators

in 6xx fields is more

tion; which ones can

complex; identify &

be corrected locally

change globally?

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

Some words are split

Diacritics/Special

Some diactritics are

\cent sign is NOT OK

francais=

RS, FCLA

preventing retrieval;

characters

translated correctly

because this repre-

OE=

some are  displaying

and display correctly

sents a null char-

Others?

incorrectly in Web-

in WEBLUIS; some

acter rather than a

Can these be

LUIS; Gerald S. will

diacritics, such as the

legitimate diacritic

changed

try to have all nulls

cedilla and OE

globally

display as cent; he

translated incorrect-

will try to have these

ly; some words have

index as fmt=null;

gaps where diacritics

FCLA will convert

once were and these

script l to standard

cannot be searched

lower case l on bib

correctly; some

and hldgs; OPS

words have had the

staff are assisting

diacritic(s) removed

in identifying & clean-

completely; goal

ing up problems with

should be to have

diacritics; FCLA will

all words in all lang-

include 260 |a in

uages be spelled &

keyword index

displayed accurately

in our database

FIELDS ON BIBS

How will these ???

Question marks in

Can these be identified

Get #?

migrate? As fill

fixed fields in

& corrected before

characters

records for

migration?

sound recordings

(and others?)

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

Not a migration

710s &/or 500s on

If not already on

Hawaiiana=467

Spec Coll, RS

issue? See section

records for

records, add 710 for

Hausenstein=1360

regarding um: notes

Special Collections;

Hawaiiana, Hausen-

MacDonald=1308

in copy holdings

Hawaiiana,

stein, MacDonald;

Goza=826

Hausenstein,

add 500 & 710 for

Red Barber=402

MacDonald,

Goza & Red Barber;

Fortune=1720

Autographed,

Phek will check with

Autograph+=688

UMI Photocopy,

P. Malanchuk &

UMI Photo.=14

Goza, Fortune,

Dan Reboussin for

Red Barber

Fortune; Jeffrey will

modify for Autograph-

ed & Tatiana

will modify for UMI

photocopies

How will these records

Records coded D/S

Some of the bib records

Get #?

RS

be treated? New

S for suppressing

coded for suppress-

LMS should have

public display

ion from OPAC

mechanism for

have order records,

meeting this need

historical info.; deter-

mine which must be

retained

Don't migrate if DT/1

Status D records

Status D for delete;

is earlier than

(bib, mfhl)

determine which

[set date]? 1996?

records can be

completely deleted

Will these fixed

007 fixed fields with

? Origin; will this be a

fields migrate

blanks

migration problem?;

with same value?

identify and correct

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

Not a migration

Remarc (OCcLC)

Records have an 035

Will eventually conflict

FCLA resources

??

FCLA and

problem but working

9xxxxxxx

field for what appears

with valid OCLC

to enhance

DMU

with FCLA to have

to be an OCLC

numbers.

Catalyst's

the CATALYST

number. (035::|a

global capabil-

global function

(OCcLC)9xxxxxxx);

ity in order

enhanced to give us

these aren't valid

for our staff to

the capability of

OCLC numbers and

change the

processing these

will present a problem

035 (OCcLC)

locally

when OCLC reaches

9xxxxxx

these numbers in

numbers to

their numbering; try

035::(FU)CARP

to have these globally

xxxxxxxx

identified & changed

to 035:: |a (FU)CARP

2001xxxx to avoid

conflict with real OCLC

#s in the future

What 035 information

035 info

G&E uses for UF pubs

must be migrated?

& exhibition catalogs

NOT CRITICAL

received on exchange;

ISSUE

info must be migrated

035:: c… Caribbean

This information intend-

Get #

Special Collections

code

ed to collate titles

/LAC; RS

about Caribbean

area hasn't been

consistently applied

035:: (FU) ZYBP

Used to track YBP

1996=3,144

Copy Catgg

earlier than [set

receipts; are the

1997=4.995

date]?

older ones needed?

1998=5.074

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

This might be more a

043 for series

043 field is defined for

(fi no=c) 291

cleanup need than

treatment

geographic area

pulls up class

migration ?.  Serials

code; can this

seps

Cat has begun creat-

information be

Several thou-

ing 035 fields to bring

moved to another

sand 043 fields

together records

field or to authority

have been

with series treatment

control; how can

changed to 035

in 043 fields prelim-

we identify the records

(FU)…

inary to moving the

on which the 043 field

treatment info. from

has been used to

043 fields; FCLA

record series treatment

will produce a report;

Several thousand

have been changed

to 035::(FU)…

Should this info be

049 information

Information in 049

migrated?

field was used for

NOT CRITICAL

card production,

ISSUE

for creating item

records & for ?

determine if this info

is still needed in

new LMS

Should this info be

590:: |a REPL;

This field was for card

migrated?  NOT

590::REPL*;

reproduction & has

CRITICAL ISSUE

590::REPL**; …

no value now

Will either or both of

590 and 599 fields

Local information has

these fields be

been recorded in 590

suppressed

& 599 fields in LUIS

from public display

this info won't be

helpful to public so

don't display

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

Should this info be

599:: |a c… for

599 fields created on

migrated?  NOT

retro conversion

records to document

CRITICAL ISSUE

records received

but might be help-

minimum review

ful history to retain

when brought into

database

Do not migrate empty

856 fields with no

Are there 856 fields

856 fields? NONE

data

with no data? Ask

FOUND

LMMC to investigate;

empty 856 fields

should not migrate

ORDER RECORDS

Since audit trail is

Order record info

Order info is necessary

legal requirement

for accountability

must carry over or

(audit trail?); old order

archive; records

# needed/recorded;

with only cancelled

open orders for set

or old unfilled orders

and serials; plan for

will probably be

retention of what must

marked for deletion

by law; determine

on bib record status

what can be deleted

SEE QZ records above

Will these migrate?

Fund designations/

Automatic conversion

names

to new system?;

carry over essential

vendor info

Will this remain

Expenditure class

ARL's scheme for

intact?

scheme for ARL

promoting consistency

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

ITEM RECORDS

Do all of these need

Unlinked item

Used for Reserve items,

These are created by

to migrate? Lawan &

records

empty disks, study

AS

& Betsy are working

rooms & ?;  determine

with AS and PS

what must be migrated

and what shouldn't

HOLDINGS RECORDS

High priority for

Nonstandard loc/

Loc/subloc devices

Need and means

No easy way to

No easy way

Spec Coll, RS

standardizing

subloc identifi-

added to LUIS copy

identified by Spec

get count

to get count

prior to migration

cation in LUIS

statement |b or |c

Coll; check with

rather than in LUIS

Rich Bennett to see

copy statement |a;

what can be done

100x, (med)

Do not migrate per

um: messages on

um: messages for

Following are done:

Spec Col, RS

team investigating

Special Collections

Special Collections

Book Arts=111

this

records for Book

Phek, Tatiana and

Labor=27

Arts, Labor Book-

Steve F. worked

Heine=84

lets, Heine,

with Jeffrey to ident-

Pultizer=2

Pulitzer Prize,

ify which um:  mess-

Rare Ref=23

Rare Book Ref,

ages do not need to

French Drama=

French Drama,

migrate data to new

2049

Poetry

LMS

Poetry=833

Hausenstein=

Do not migrate; NOT

Some notes in LUIS

Notes appear in bib

(fi chn=notify)

A246CRITICAL ISSUE;

/b and (B:…

records, holdings

2867

FCLA will produce

in copy notes;

title & copy notes,

a report of all title

ipc in copy notes;

order records, & item

level note occurences

"Notify…" in copy

records as free text;

of "ONLINE"

notes;

in copy notes as um:

ONLINE in title

& canned messages;

and copy notes;

in 599 to record hand-

csl in copy notes

ling of materials

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

Do not migrate; NOT

Copy holdings |v

Subfield v (|v) in copy

CRITICAL ISSUE

holdings was used to

Could these be

indicate vol. hldgs.

stripped off as part

had been created

as migration?

for the copy+E106 before

mhld.  |v is redun-

dant & should be

deleted from records

Do not migrate; ALL

IPC… tracking info

IPC code was used in

"fi chn=ipc) 17

REMOVED

for single vol.

copy hldgs for single

monographs

vol. mono to track in

status; should be deleted

Should this info be

P31920 copy

Special purchase

migrated?

note

several years ago;

is this info still

needed?

Should this info be

acc xxxxx

????

migrated?

Should this be

Binding codes

Binding codes (bcxx)

migrated?

in holdings

are used in hldgs

notes as queque

that there is an 035

on bib with full

binding instructions.

Binding staff believe

this is a continuing

need

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

???

Fields on MHLD

Look at how 899 has

been used locally

CALL NUMBERS

Will these migrate as

LAC literature Dewey

UF used a unique

now coded?

scheme (Cu8…

Dewey classification

See separate

for Caribbean lit.

document for

A combination of

estimate of number

letters and numbers

are used but these

aren't real LC nor

pure Dewey classes;

should be searchable

in new LMS

Will these migrate as

Florida History

UF used a unique

now coded?

special classifi-

classification scheme

cation

for Florida History

materials.  Some

of these numbers

look like LC classes

but aren't.  Some

don't look like any

other classification

employing letters

& numbers separated

by periods; should

be searchable in new

LMS

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

Will these migrate

Other UF special

Sort of look like Dewey

as now coded?

classifications

but are from a local

for classics,

classification scheme;

Shakespeare,

should be searchable

UF Dewey theses,

in new LMS

Mead Library,

NAL

Will these migrate

Biographies in

Patrons might look

approx 10,000

as now coded?

Dewey begin with

for these in the LC

See separate

B

B class section;

document for approx.

should be searchable

number

in new LMS

Nonstandard loc/

SEE under HOLDINGS

subloc devices

RECORDS: Non-

standard identification

of loc/subloc in LUIS

Incomplete K (law)

Items classed in K

schedule call nos.

before LC fully

developed K schedules

AUTHORITY RECORDS

678 field on authori-

Non-standard; look at

RS

ties

old BNA; migrate?

Nancy is overlaying

LTLC and LTUF

Some authority records

Misleading for staff

450+ records

LTUF authority

authority records

in LTUF differ from

doing cataloging,

records with LTLC

out of synch

auth records in LTLC

esp. originals

records

for same entity; find

way to identify out-of

date LTUF auth

records; overlay

incorrect LTUF auth

records with correct

LTLC records & revise

headings to match

LTLC

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

Question for FCLA

Retro autoclaim

Run again before

Authority

staff

migration to new LMS

OTHER

A system issue

Reports

Lots of questions; better

RS, ??

reports are needed

A system issue

Use of 3rd party

CORCE, CLARR, PAL

Vendor databases,

RS, ??

software;

are part of current

SAMAS

Microsoft Office

workflow; retain

functionality

Priority and Rationale

Project Title

Description/Goal

Inter-relationships

Resources Required

Time Required

Functional Unit

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Prepared by: Dorothy Hope  November 20, 2001